Consumer Cyclicals

Consumer Vehicles and Parts

37 investable US stocks · data to Saturday, October 24, 2026

Acquirer's Multiple percentile today36th percentile

Dearer than in 76% of quarters since 1999Its usual range since 1999 is the 12th to 45th percentile (the middle 80% of quarters), with a median of the 28th. Lower is cheaper: the 10th percentile is cheaper than 90% of the investable US market; the 50th is the middle.

Is it cheap because returns are depressed?

The industry is dear against its own past, and returns on assets are in their usual range. Free cash flow yield is in its usual range. A low multiple can be warranted when returns on assets are low, and a high one when they are high, so the multiple reads best next to returns and free cash flow, each against the industry's own history.

Over- or under-earning?

Earning about normally

Return on assets ranks at the 43rd percentile of investable US stocks, against a median of the 58th and a low of the 21st since 1999. That is close to its usual level, so today's multiple is about right on a normalized basis. If earnings normalize, the multiple would likely fall: from the 36th percentile today (cheaper than 64% of investable US stocks) to around the 28th (cheaper than 72% of investable US stocks), judging by where it sat in past quarters when returns were at their usual level. If returns fell to their low, it would be around the 80th (dearer than 80% of investable US stocks).

Percentile	Today	Returns normal	Returns at low
Return on assets (higher is better)	43rd	58th (median)	21st (low)
Acquirer's Multiple (lower is cheaper)	36th	28th	80th

Consumer Vehicles and Parts's return on assets as a percentile, quarterly since 1999. The shaded band is its usual range; the dashed line its median.

Percentiles among investable US stocks. Return on assets is operating income over total assets, trailing 12 months. The last two columns show where it sat in past quarters when returns were within 7.5 points of their median (47 quarters) and of their low (4). The past, not a forecast.

Against its own history

Each chart is the industry's median stock as a percentile of all investable US stocks, quarterly since 1999. For the Acquirer's Multiple and debt to equity, lower is better. The shaded band is its usual range (the middle 80% of quarters); the dashed line is its long-run median; the dot is today. Green shading marks the better end of each scale and red the worse, and today's dot takes the colour of where it sits.

Acquirer's MultipleDearer than usualPercentile of enterprise value ÷ operating income: lower is cheaper. Dearer than in 76% of quarters since 1999.

Free cash flow yieldUsual rangePercentile of free cash flow yield: higher is a bigger yield. Lower than in 64% of quarters since 1999.

Shareholder yieldHigher than usualDividends plus buybacks, as a percentile: higher is a bigger yield. Higher than in 88% of quarters since 1999.

Dividend yieldUsual rangePercentile of dividend yield: higher is a bigger yield. Higher than in 53% of quarters since 1999.

Return on assets, 5-yrUsual rangePercentile of five-year return on assets: higher is better. Lower than in 61% of quarters since 1999.

Debt to equityMore debt than usualPercentile of debt to equity: lower is less debt. More indebted than in 76% of quarters since 1999.

Company sizeUsual rangePercentile of market cap: higher is larger. Smaller than in 66% of quarters since 1999.

Consumer Vehicles and Parts stocks in the screens today

In today's screens, cheapest first. ● marks one of a screen's 30 tracked picks.

Stock	Screen	Acquirer's Multiple	FCF yield	Shareholder yield

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Other Consumer Cyclicals industries

Electronics and Entertainment Retail dearer than 51%Apparel and Accessories Retail dearer than 58%Apparel and Accessory Products dearer than 58%Leisure Goods Products dearer than 59%Home Builders and Manufactured Buildings dearer than 66%Other Retail dearer than 66%Auto Retail dearer than 70%Home Improvement Retail dearer than 76%

Quarterly since 1999 from point-in-time data. Each quarter, every investable US stock (price above $3, market cap above $75M, average daily trading above $850,000, no OTC, ADRs or MLPs) is placed in a percentile (0-100) against all the others on each metric. An industry's value is the median percentile of its stocks. Industries follow FactSet's RBICS classification. Percentiles describe the past; they are not investment advice or a forecast.